01/20/2012
The crisis of 2008 and the economic recession following it affected the perception investors have about wealth managers and financial services providers, leading to lower levels of trust. Therefore firms have to be more proactive and dynamic with their cu
01/20/2012
Tough times are continuing at the Securities division of merchant banking group Close Brothers, but the Banking division continues to do well, with good growth in the loan book.
01/20/2012
The list of French corporate and investment banking clients who can expect to get an immediate call back from their banker is set to get a bit shorter.
01/19/2012
The service is aimed at advisers who have clients seeking large loans but may be unable to secure them through mainstream lenders.
01/19/2012
Mr Rowsell – who has 28 years’ experience in private banking – joins Barclays Wealth from Coutts & Co, where he was instrumental in helping to establish and develop its regional business in South Wales over the past 13 years.
01/19/2012
St. James’s Place today issues its new business update for the twelve months ended 31 December 2011.
01/19/2012
£7.8 billion of new business won in the quarter
01/19/2012
He will be based in the London office
01/19/2012
has over 25 years of private banking experience, initially at SG Hambros and for the past nine years at Coutts & Co
01/19/2012
Raymond James Financial now owns 100% of UK subsidiary Raymond James Investment Services (RJIS) following the acquisition of Killik & Co’s 25% stake in the UK private client wealth management business.
01/19/2012
This latest hire is part of SEI’s business expansion, in response to significant interest from global banks, insurance companies and large wealth managers.
01/18/2012
The symposium, which is being organised by Liverpool office partner and Intermediary director Mark Ewer, will see seven keynote speakers address delegates on issues including technology, equity funds, hedge funds and emerging markets.
01/18/2012
Pioneering Survey of 3,300 HNWs Concludes Redefining the Wealth Management Customer Journey Is Now Critical to Success
01/18/2012
Sale of investment banking unit to Westhouse Holdings to be complete by the end of the week company confirms.
01/17/2012
Newton has announced some changes within its investment team designed to ensure a focus on strong performance across its range of mandates and position the firm for continued growth.
01/17/2012
She previously worked as head of pension consulting for Deloitte Private Clients
01/16/2012
The move won’t trigger any job losses in Chicago, which will remain the firm’s Americas headquarters, the broker said today in a statement. The firm plans to add 1,000 jobs across the U.S. this year, it added.
01/16/2012
Gordon Scott, the head of the Edinburgh operation, is leaving the business and will not be replaced.
01/16/2012
The private members’ club chain was valued at about 250 million pounds ($382 million), the newspaper reported, without saying where it got the information.
01/16/2012
The head of the Edinburgh operation is leaving the business and will not be replaced.